ICL Israel Chemicals Ltd (ICL)vsUSA Rare Earth, Inc. (USAR)
ICL
ICL Israel Chemicals Ltd
$5.49
+3.00%
BASIC MATERIALS · Cap: $7.15B
USAR
USA Rare Earth, Inc.
$25.97
+17.88%
BASIC MATERIALS · Cap: $4.96B
Smart Verdict
WallStSmart Research — data-driven comparison
ICL Israel Chemicals Ltd generates 435262% more annual revenue ($7.15B vs $1.64M). ICL leads profitability with a 3.2% profit margin vs 0.0%. ICL earns a higher WallStSmart Score of 43/100 (D).
ICL
Hold43
out of 100
Grade: D
USAR
Avoid21
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.4%
Fair Value
$8.76
Current Price
$5.49
$3.27 discount
Intrinsic value data unavailable for USAR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
Premium valuation, high expectations priced in
1.7% earnings growth
ROE of 4.6% — below average capital efficiency
3.2% margin — thin
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ICL
The strongest argument for ICL centers on Price/Book.
Bull Case : USAR
USAR has a balanced fundamental profile.
Bear Case : ICL
The primary concerns for ICL are P/E Ratio, EPS Growth, Return on Equity. Thin 3.2% margins leave little buffer for downturns.
Bear Case : USAR
The primary concerns for USAR are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
USAR carries more volatility with a beta of 1.37 — expect wider price swings.
ICL is growing revenue faster at 6.2% — sustainability is the question.
ICL generates stronger free cash flow (25M), providing more financial flexibility.
Monitor AGRICULTURAL INPUTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ICL scores higher overall (43/100 vs 21/100). Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ICL Israel Chemicals Ltd
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
ICL Group Ltd, is a company specialized in minerals and chemical products worldwide. The company is headquartered in Tel Aviv, Israel.
Visit Website →USA Rare Earth, Inc.
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
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